Posts Tagged ‘Biotech’
You may have noticed the news stories this morning announcing a patent litigation settlement between Mylan/Pfizer (the makers of the branded Epi-Pen epinephrine product) and Intelliject/Sanofi. (more…)
Tags: Antares Pharma (AIS), Biotech, Biotech Due Diligence
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This article is a recap of events currently underway in the Hepatitis C arena compiled with facts from industry experts and articles over the last several weeks about what is currently talking place right now. (more…)
Tags: Biotech, EXPstocktrader, Fundamentals, Idenix (IDIX), Illumina (ILMN), Inhibitex (INHX), Merck (MRK), Pharmasset (VRUS), speculation
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Ok last of this series of posts of interesting snippets from the recent Merck R&D day. See below for commentary and slides regarding their unique monoclonal antibody program for C. difficile associated diarrhea (CDAD). Important for those who follow Optimer OPTR and Cubist CBST, among others. I am working on a more complete analysis of the prospects for this MK3415A program, which is currently in phase 3 development. (more…)
Tags: Biotech, Biotech Due Diligence, Merck (MRK)
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Merck (MRK) was emphasizing the importance of cancer biomarkers in the R&D day presentation. See the chart below for the pipeline programs, indication, and biomarker strategy. (more…)
Tags: Biotech, Biotech Due Diligence, Merck (MRK)
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The trend continues and bonds sold off this week helping fuel more upside gains in the stock market. As noted in last week’s homework, a weekly trend has developed in bonds as they strengthen one week only to sell off the next week. That would mean if the trend continues, bonds will strengthen once again this week which could limit upside gains or even create a stock market pullback. (more…)
Tags: Applied Micro Circuits (AMCC), Bernanke, Biotech, Boyd Gaming (BYD), Cambrex (CBM), Dejour Energy (DEJ), Economic Calendar, Flotek Industries (FTK), FOMC, Game-plan, Gastar Exploration (GST), GDP, iShares Barclays 20+ Year Treasury Bond Fund (TLT), Magnum Hunter Resources (MHR), Michael Kudrna, Nanometrics (NANO), Northern Oil and Gas (NOG), Perficient (PRFT), President Obama, ProShares UltraShort 20+ Year Treasury (TBT), Rudolph Technologies (RTEC), Sonic Automotive (SAH), Stock Radar, Weekly Homework
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Full report coming soon, but see below for some reference material from the recent Merck R&D day presentation regarding their beta-secretase (BACE) program for Alzheimer’s Disease. They don’t say much about the details, but repeated their description of the program as “potentially transformative” at their recent JP Morgan webcast. (more…)
Tags: Biotech, Biotech Due Diligence, Merck (MRK)
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See below for some snippets and slides from Merck R&D day about their biosimilars programs (saved before more recent headlines about new Enbrel patent, AMGN-WPI, and BAX-MNTA collaborations). Perhaps the slide and commentary collection will be useful to you. (more…)
Tags: Biotech, Biotech Due Diligence, Merck (MRK)
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Our first full week of the new year and even with some red flags, we ended the week slightly higher. The Europe crisis has shown its face once again and Friday saw a list of credit downgrades dominate the headlines all day long. Even as I write this days later, you can find articles galore discussing that topic. The situation is not pretty, but these downgrades should not come as a shock. (more…)
Tags: Applied Micro Circuits (AMCC), Biotech, Boyd Gaming (BYD), Cambrex (CBM), Caribou Coffee (CBOU), Debt, Deficit, Dejour Energy (DEJ), Ebix (EBIX), Economic Calendar, Emulex (ELX), Energy, Europe, Flotek Industries (FTK), Game-plan, Gas, Gastar Exploration (GST), Inflation, iShares Barclays 20+ Year Treasury Bond Fund (TLT), Magic Software Enterprises (MGIC), Magnum Hunter Resources (MHR), Michael Kudrna, Nanometrics (NANO), Northern Oil and Gas (NOG), ProShares UltraShort 20+ Year Treasury (TBT), Rudolph Technologies (RTEC), Santarus (SNTS), short squeeze, Sonic Automotive (SAH), Spectrum Pharma (SPPI), Stock Radar, Technology, ViroPharma (VPHM), Weekly Homework
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Referencing the weekly stock radar, I am highlighting a few of the charts below for potential trades. We started out the day flat but when treasuries started to run higher, stocks started to pullback for much of the day. This created some consolidation as heading into the afternoon, treasuries started to sell-off slightly and many stocks had a decent close, especially for biotechnology and small-cap oil. The markets continue to show resiliency and intraday weakness is limited as dip buyers emerge. Referencing last night’s article, if ProShares UltraShort 20+ Year Treasury (TBT) can make it above $19 tomorrow, we will have good reason to think we can surge higher past $19.50 giving equities more fuel to rise as well. (more…)
Tags: Biotech, Charts, Dejour Energy (DEJ), Michael Kudrna, Nanometrics (NANO), Perficient (PRFT), Potential Trades, ProShares UltraShort 20+ Year Treasury (TBT), Santarus (SNTS), Stock Radar
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Introduction
Jim Cramer, the CNBC host of Mad Money show, publishes his
game plan on each Friday for the following week in which he
comments on the stocks he will be watching. (more…)
Tags: Alcoa (AA), Biotech, BreakoutTrader, Celgene (CELG), Charts, Domino's (DPZ), Jim Cramer, JP Morgan (JPM), Lennar (LEN), Macy's (M), Regeneron (REGN), Ross Stores (ROST), Technology, TJX Companies (TJX)
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Chmtraders
Short call: BTC @ 1.50 vs 2.35
Short put: BTC @ 1.00 vs 2.40 All told $3 per option profit